JPM's Kelly Sees Stocks Return To All-Time Highs as 'Eminently Doable'

The video discusses the potential for record market highs despite existing headwinds, emphasizing the importance of a long-term investment strategy. It highlights the implications of a weaker dollar on the economy, suggesting that international equities may offer better value. The discussion also covers the importance of diversification to withstand economic fluctuations and the potential risks of market shocks. Overall, the video provides insights into investment strategies and market dynamics.

What are the potential risks mentioned that could lead to retesting this year's lows?

What is the speaker's perspective on being fully invested in equities at this point?